Virtus Wealth Solutions’s Fidelity Investment Grade Bond ETF FIGB Stock Holding History

Virtus Wealth Solutions’s Portfolio FIGB Stock Details FIGB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$320K	Sell	7,477 -60	-0.8%	-$2.58K	0.04%	43
2026 Q1	$324K	Sell	7,537 -6,136	-45%	-$267K	0.06%	48
2025 Q4	$594K	Buy	13,673 +374	+3%	+$16.3K	0.11%	41
2025 Q3	$578K	Buy	13,299 +81	+0.6%	+$3.5K	0.11%	37
2025 Q2	$571K	Buy	13,218 +8,098	+158%	+$346K	0.12%	39
2025 Q1	$220K	Sell	5,120 -178	-3%	-$7.58K	0.07%	36
2024 Q4	$224K	Buy	+5,298	New	+$228K	0.05%	45

Other funds holding FIGB

HBT

Heartland Bank & Trust Bloomington, Illinois $483M AUM 31.55% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CRW

Clarity Retirement & Wealth New Bedford, Massachusetts $145M AUM

AIM

Advyzon Investment Management Lisle, Illinois $1.38B AUM 28.41% 1-Year Est. Return

Anson Capital Tyrone, Georgia $154M AUM 17.95% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Virtus Wealth Solutions's FIGB Position: Q2 2026 in Review

Virtus Wealth Solutions reduced its Fidelity Investment Grade Bond ETF (FIGB) stake by 0.8% in Q2 2026, selling an estimated $2.58K and leaving 7,477 shares worth $320K. The position accounts for 0.04% of the portfolio, ranked #43.

Virtus Wealth Solutions first reported a position in FIGB in Q4 2024 and has held it in 7 quarters since. The position peaked at $594K in Q4 2025. 62 funds tracked by Wall St. Rank hold FIGB as of Q2 2026.

Virtus Wealth Solutions held 7,477 shares of Fidelity Investment Grade Bond ETF worth $320K as of Q2 2026.
Virtus Wealth Solutions sold 60 Fidelity Investment Grade Bond ETF shares in Q2 2026, an estimated $2.58K.
Fidelity Investment Grade Bond ETF made up 0.04% of Virtus Wealth Solutions's portfolio in Q2 2026, its #43 holding.
Virtus Wealth Solutions first reported a position in Fidelity Investment Grade Bond ETF in Q4 2024 and has held it in 7 quarters since.
Virtus Wealth Solutions's Fidelity Investment Grade Bond ETF position peaked at $594K in Q4 2025.
62 funds tracked by Wall St. Rank held Fidelity Investment Grade Bond ETF as of Q2 2026.

Based on Virtus Wealth Solutions's 13F filing for Q2 2026, filed 24 Jul 2026.